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Palo Alto Networks

2,257 hedge funds and large institutions have $88B invested in Palo Alto Networks in 2025 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,063 increasing their positions, 756 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 1,063 | Existing positions reduced: 756

2% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 173

0.01% more ownership

Funds ownership: 77.89%77.91% (+0.01%)

2% less funds holding

Funds holding: 2,2922,257 (-35)

7% less capital invested

Capital invested by funds: $94.3B → $88B (-$6.35B)

7% less funds holding in top 10

Funds holding in top 10: 7267 (-5)

44% less call options, than puts

Call options by funds: $3.15B | Put options by funds: $5.6B

Holders
2,257
Holders Change
-35
Holders Change %
-1.53%
% of All Funds
30.26%
Holding in Top 10
67
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.94%
% of All Funds
0.9%
New
176
Increased
1,063
Reduced
756
Closed
173
Calls
$3.15B
Puts
$5.6B
Net Calls
-$2.45B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
851
Legacy Private Trust
Wisconsin
$2.76M +$728K +3,935 +32%
GWMIA
852
Global Wealth Management Investment Advisory
Florida
$2.76M +$291K +1,573 +11%
GLR
853
Great Lakes Retirement
Ohio
$2.76M +$232K +1,252 +8%
CAC
854
Certified Advisory Corp
Florida
$2.76M +$25.9K +140 +0.9%
AFS
855
Aft Forsyth & Sober
Florida
$2.76M +$27.7K +150 +0.9%
PWM
856
Perigon Wealth Management
California
$2.73M +$19K +103 +0.6%
RPC
857
Rossmore Private Capital
Connecticut
$2.72M +$36.4K +197 +1%
MGP
858
M&G plc
United Kingdom
$2.71M -$595K -3,218 -17%
TPM
859
Triasima Portfolio Management
Quebec, Canada
$2.71M +$6.47K +35 +0.2%
MA
860
Mutual Advisors
Nebraska
$2.7M +$38.1K +206 +1%
RCA
861
Resonant Capital Advisors
Wisconsin
$2.69M +$27.7K +150 +1%
BWG
862
Boomfish Wealth Group
Georgia
$2.69M -$56.6K -306 -2%
SCA
863
St. Clair Advisors
Ohio
$2.69M +$92.5K +500 +3%
GKWIM
864
Gerber Kawasaki Wealth & Investment Management
California
$2.67M +$64.7K +350 +2%
ISL
865
Ingalls & Snyder LLC
New York
$2.67M +$182K +982 +7%
VWM
866
Venturi Wealth Management
Texas
$2.66M +$254K +1,372 +10%
RFC
867
Regions Financial Corp
Alabama
$2.64M +$166K +899 +6%
AIIMS
868
Analyst IMS Investment Management Services
Israel
$2.64M
SF
869
Summit Financial
New Jersey
$2.63M -$93.2K -504 -3%
WWA
870
WCG Wealth Advisors
Nevada
$2.63M +$120K +648 +4%
HL
871
HeadInvest LLC
Maine
$2.62M +$2.77K +15 +0.1%
AI
872
AXS Investments
New York
$2.62M -$116K -625 -4%
CHC
873
City Holding Co
West Virginia
$2.62M +$334K +1,805 +13%
GMFG
874
Greater Midwest Financial Group
Minnesota
$2.62M +$176K +950 +7%
JFG
875
Jefferies Financial Group
New York
$2.61M +$1.03M +5,587 +58%

PANW Hedge Fund Activity: Q1 2025 in Review

2,257 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q1 2025, worth a combined $88B — down 6.7% from $94.3B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new PANW positions and 173 closed out — a net gain of 3 holders — while 1,063 added to existing stakes and 756 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $939M. The largest seller was Jennison Associates, cutting an estimated $1.06B.

  • 2,257 institutional investors held Palo Alto Networks (PANW) as of Q1 2025, down from 2,292 in Q4 2024.
  • Funds reported $88B of Palo Alto Networks stock for Q1 2025, down 6.7% quarter-over-quarter.
  • 176 funds opened new Palo Alto Networks positions in Q1 2025 and 173 closed out, a net change of +3 holders.
  • The largest Palo Alto Networks buyer in Q1 2025 was Fidelity Investments, an estimated $939M added.
  • The largest Palo Alto Networks seller in Q1 2025 was Jennison Associates, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2025.